Poet Technologies Inc. · NASDAQ:POET
Poet Technologies — Investor Presentation (July 2013)
36 slides from Poet Technologies's investor presentation, July 2013
Slide 1: POET Technologies
Slide 2: Safe Harbor
Safe Harbor The following presentation, other than statements of historical fact, may include certain “forward-looking statements” within the meaning of the United States Private Litigation Reform Act of 1995 and applicable Canadian securities laws. These forward looking statements are made under th
Slide 3: Development Background
Development Background • Technology Background and History (Bell Labs, Murray Hill, NJ 1979 - 1986) • Starting at Bell Labs in MH-NJ in 1980-1985 in Si device lab (Lepselter/Smith) new BicFET • device concept development with J.G. Simmons - BicFET patent and publication 1985 • Forced relocation from
Slide 4: Overview
Overview • POET Technologies Inc. is the developer of next-generation Gallium Arsenide (“GaAs”) semiconductor device technology called POET (Planar Opto-Electronic Technology) • POET is a platform that allows for the integration of optics and electronics on a single chip • Immediately addresses the
Slide 5: Management
Management Mark Benadiba Mr. Benadiba is currently a Director and former Executive Vice-President, North American Operations of Cott Corporation (TSX: “BCB” / Executive Chairman NYSE: “COT”). He was a founding senior executive in the start-up and initial expansion of Cott Corporation from a $20 mill
Slide 6: Our Revolutionary Semiconductor Process
Our Revolutionary Semiconductor Process
Slide 7: POET/PET Description
POET/PET Description • What Does “POET” Mean? What Does “PET” Mean? • “Planar Opto-Electronic Technology” and “Planar Electronic Technology” • What is POET? • POET is a revolutionary Gallium Arsenide (GaAs) process used to build electrical, optical, and electro-optical integrated circuits • Supports
Slide 8: Technical Advantages of POET
Technical Advantages of POET • POET’s benefits are analogous to the benefits of the first silicon integrated circuits • Eliminate connectors, solder joints, assembly and multiple packaging steps • Decrease size, cost, complexity and power • Increase performance and reliability • Create a path for fu
Slide 9: 3rd Party Independent Validation of POET
3rd Party Independent Validation of POET • POET Technologies partners with an international defense services company that is a global leader in military electronic systems design, development, manufacturing and integration • Funded by AFRL, POET entered into a contract with 3rd party partner in 2008
Slide 10: Why POET Is Valuable
Why POET Is Valuable
Slide 11: Moore's Law and the Future of Semiconductors
Moore’s Law and the Future of Semiconductors • Electronics manufacturers strive to build smarter, faster, more efficient, and cheaper devices on a continuous basis • Semiconductor performance has historically improved at a logarithmic rate because transistors (the building blocks of semiconductors)
Slide 12: Ready At The Right Time
Ready At The Right Time • CMOS Silicon Evolution Is Ending • Moore’s Law era 1960-2015? • CPU/GPU execution unit speeds haven’t improved in over 10 years • Industry looking for new technology path • Packaging Techniques Have Not Improved OE Transceiver Cost • Various hybrid integration techniques li
Slide 13: Applications
Applications • POET’s technology can surpass speed limits of widely used CMOS silicon chips and is much better positioned for stacking multiple chips to increase performance • A functional POET device may reduce the power consumption of laptops, tablets, smartphones, servers, and/or other electronic
Slide 14: Sampling of Potential Market Applications
Sampling of Potential Market Applications Commercial Communications • CPU • Smart Phones • Memory • Network (Cell Towers, LANs, MANs) • Processor to Processor Optical Interconnect • Fiber to the Home (FTTH) Defense Other • Infrared Sensors (Uncooled – SWIR, MWIR, • Active Optical Cables LWIR) • Cohe
Slide 15: Semiconductor Market Forecasts (POET Markets)
Semiconductor Market Forecasts (POET Markets) • POET technology is applicable to a large portion of the total semiconductor market ($430 billion 2015 Forecast) as it is possibly the most comprehensive solution yet to increasing semiconductor performance in an economic and functional manner • In the
Slide 16: Four Examples of POET Value
Four Examples of POET Value • CMOS Silicon • Final CMOS Si geometry (10/11 nm) is under development now; first production 2015? • POET/PET offer about 100x speed improvement over CMOS silicon • POET/PET offer 10-100x power efficiency improvement over CMOS silicon • OE Conversion • As example, curren
Slide 17: Complementary Technologies
Complementary Technologies • 2.5 D Packaging • Refers to die-stacking where multiple chips are put in a single package; often used for memory devices • 3 D Packaging • Refers to true multiple-chip packaging where devices can be assembled in any orientation to one another in the vertical or horizonta
Slide 18: Competitive Strength
Competitive Strength • Monolithic Opto-Electronic Integration • Very long development timelines (VC-backed startups have all failed) • Dozens of companies have attempted at least some work in this area; considered to be the long-term industry “Holy Grail” • Other efforts have favored optics over ele
Slide 19: Monetization Paths
Monetization Paths • Several Options to Monetize POET • POET is a research company, not a product company • POET/PET are ready to enter the commercialization process • No single company is currently active in all market areas where POET provides a best-in- class value proposition; syndicate needed t
Slide 20: Timeline Of Planned Activities
Timeline Of Planned Activities • Technology Milestones • Internal test chip development milestone list • External (Independent Fabrication Facility) process validation milestone list • Business Milestones • Restructuring milestone list • POET/PET monetization milestone list
Slide 21: Milestone Terms and Definitions
Milestone Terms and Definitions Milestone Previous Terminology Updated Terminology Definitions # 1 Integrated Pulsed Laser Integrated Pulsed Laser General purpose laser for on-chip use. p and n channel Complementary Heterostructure High performance, power efficient transistors. World’s first 2 Elect
Slide 22: Targeted Development Milestones
Targeted Development Milestones See previous slide for definition of terms Q 3-2013 Q 1-2013 Com pl em ent ary p and n channel Het erost ruct ure Q 1-2014 Q 2-2011 F i el d Ef f ect Com pl em ent ary I nt egrat ed p and n channel T ransi st or -based Het erost ruct ure Ex t ernal Modul at or Com pl
Slide 23: Paradigm-Changing Technology
Paradigm-Changing Technology
Slide 24: POET Potential Value For the CMOS Silicon Industry
POET Potential Value For the CMOS Silicon Industry • The silicon industry (and a myriad of system businesses it supports) has been looking for a new technology path for several years, with limited success and ever-increasing urgency… • POET/PET offer about 100x speed improvement over CMOS silicon (s
Slide 25: POET Potential Value For the CMOS Silicon Industry
POET Potential Value For the CMOS Silicon Industry • Total sales in the semiconductor industry will be over $430B in 2014 • CMOS silicon is the dominant technology in use today by the semiconductor industry, accounting for over 90% of the total wafer area fabricated in 2012 • CMOS silicon has suppor
Slide 26: Typical Mobile Device Architecture Today
Typical Mobile Device Architecture Today Integrated Mobile Processor Radio Baseband Frequency Memory NVRAM
Slide 27: POET-Enabled Mobile Device Architecture
POET-Enabled Mobile Device Architecture Full Monolithic Integrated Mobile Device
Slide 28: POET Potential Value For the OE Conversion Industry
POET Potential Value For the OE Conversion Industry • OE conversion modules are used whenever an electrical/electronic system (e.g. a compute server, storage array, switch, router, etc) is connected to an optical fiber network • Today these modules consist of several discrete integrated circuits (IC
Slide 29: 10 Gigabit Optical Transceiver Today: 9 Chips
10 Gigabit Optical Transceiver Today: 9 Chips Laser Laser Driver Diode SerDes/C Micro Memory NVRAM DR Controller Trans Limiting Impedanc Detector Amplifier e Amplifier
Slide 30: POET-Enabled 10 Gigabit Optical Transceiver: 1 Chip
POET-Enabled 10 Gigabit Optical Transceiver: 1 Chip!! Integrated OE Transceiver
Slide 31: POET Potential Value For the Memory Industry
POET Potential Value For the Memory Industry • Current semiconductor random-access memory (RAM) types include dedicated Static RAM (SRAM), Dynamic RAM (DRAM), and Non-Volatile RAM (NVRAM); each type has certain advantages/disadvantages depending on application • Modern electronic systems invariably
Slide 32: POET Potential Value For the Memory Industry
POET Potential Value For the Memory Industry • Much lower bit error rates than silicon-based memories (several orders of magnitude) due to inherent physical properties of Gallium Arsenide versus Silicon • Can achieve densities comparable to modern DRAM and speeds up to 100x faster than current SRAM
Slide 33: One Monolithic Opto-Electronic Chip
One Monolithic Opto- Electronic Chip Example of integrated lasers, detectors, logic, and transistors all on one die
Slide 34: POET Potential Value For Imaging Sensors and Directed Energy Arrays
POET Potential Value For Imaging Sensors and Directed Energy Arrays • POET provides low-cost optical thyristor arrays that can be used as dual-mode sensor/laser arrays (same panel can find targets and destroy them) • POET arrays can be constructed to be flexible, allowing them to easily be attached
Slide 35: POET Potential Value For Imaging Sensors and Directed Energy Arrays
POET Potential Value For Imaging Sensors and Directed Energy Arrays • For commercial applications POET offers tremendous cost savings for implementing laser-array- based systems like 3D holographic displays (could put one on a cell phone for about $15), directed energy tools (e.g. micro-assemblers),
Slide 36: Undiscovered Diamond: Just Ending 23 Years of Stealth!
Undiscovered Diamond: Just Ending 23 Years of Stealth! • Finally Ready to Show the World • Very long technology development timeline (23 years and counting…) • Recently started building test chips to show POET capabilities to interested 3rd parties • Technology Is Almost Unknown Outside POET Technol
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